Marketing Effort Finder Number - Post Activation - Fix

After activation there are times when changes to marketing effort are needed. The REMOVE MEMBERS feature is AWESOME! A ADD MEMBERS feature would be even better.

1. Sometimes people get the mail that were not in the original file
2. Sometimes there are efforts with the mail file. Today we had an example where the wrong finder number was applied to the wrong constituent. In the ideal world, I would remove a list of members and ADD a new list of constituents with the correct finder number. This would allow the revenue to be processed to the correct constituent record. Right now we have to process the revenue to the wrong constituent, then create an adjustment batch, then adjust the revenue.
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  • Nov 9 2015
  • Reviewed: Need Further Info
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